KATIE N. BUSHLING

ADMINISTRATIVE SPECIALIST

As an Administrative Specialist, Katie provides essential support to all team members of the firm, ensuring the smooth and efficient operation of the office. Her responsibilities include typing and proofreading client financial statements and other client documentation, as well as preparing the documents for final presentation to clients. With careful attention to detail and a commitment to accuracy, she helps maintain the professionalism and quality. In addition, Katie is a Certified Notary, offering notarial services as needed to further support our clients and team.

News & Updates


4 min read

Tax Planning After the Loss of a Spouse

The death of a spouse is, first and foremost, a profound personal loss with intense emotional and psychological impact....

5 min read

Charitable Contributions: The Difference Between Giving and Giving Strategically

Most people don’t think about charitable giving in tax terms.They think about the organization. The cause. The person...

Quick Links


Services We Provide

 

Industries We Serve

Ask SSB Right Now

AICPA-CIMA-Merger-200x62 member-logo-white-web-e1476367426334 bbb-banner yw-regionalchamber-2020-1 quickbooks billcom-logo